Securely integrate Close.io with Domo
Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
Domo is a cloud-based software-as-a-service (SaaS) platform that provides business decision-makers with a simplified way to access real-time data and insights with minimal aid from IT staff. Domo integrates data from multiple cloud-based or on-premises sources (such as spreadsheets, social media accounts, and diverse databases) for business-transforming insights.
Popular Use Cases
Bring all your Close.io data to Amazon Redshift
Load your Close.io data to Google BigQuery
ETL all your Close.io data to Snowflake
Move your Close.io data to MySQL
Bring all your Domo data to Amazon Redshift
Load your Domo data to Google BigQuery
ETL all your Domo data to Snowflake
Move your Domo data to MySQL
Integrate Close.io With Domo Today
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Close.io's End Points
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Close.io Custom Fields
Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.
Domo's End Points
Domo Secure, Unified Views of Your Business Data
Domo pulls together business data from disparate platforms and consolidates the information into a single, easy-to-understand view for company decision-makers, team members, and customers. As a hub between your different business solutions, Domo includes more than 1,000 out-of-the-box ETL (extract, transform, load) connectors to integrate live data from your cloud platforms. Domo also ingests data from your on-site and proprietary file systems. With bi-directional connectors, you can send data to Domo for analysis and return the data to the source systems. Finally, data federation allows you to query sensitive data from the source so it can remain secure behind your firewall.
Domo Extract, Transform Load (ETL)
Domo's ETL features extract, transform and load your data from diverse sources into a single, easy-to-analyze whole. With its built-in, drag-and-drop ETL solutions, you can define your data sources and customize how to join, transform, and enhance them (whether it's Redshift, Excel, MySQL, CSV, or hundreds of other formats) without knowing how to code in SQL. Through the automatic application of logic with every upload, your data will always be up to date. Plus, more tech-savvy users can use Domo to develop custom queries and implement advanced data science strategies.
Domo Instant, Actionable Business Insights
With Domo's predictive analytics tools and sophisticated alerting systems, your decision-makers will stay on top of new developments for more strategic and timely decision-making. Receive instant alerts as soon as KPIs hit designated thresholds. Natural-language processing allows you to query your data and receive an instant response through natural-language text bots. Finally, Domo offers deep insights related to your data through its machine learning and descriptive statistics module, which constantly looks for interesting correlations and insights within your data.
Domo Visualization Tools
Domo includes visualization tools turn your business insights into beautiful, accessible presentations. The platform's real-time data views load quickly for the largest datasets. Customizable visual presentations with drag-and-drop interfaces let you adjust colors, images, and explanatory text without knowing how to code. Build your visualizations once, and view updated information on any device, anywhere.
Domo Advanced Data Security and Compliance Features
Domo offers the latest in data security technology and data governance tools to ensure compliance with GDPR, SOC(1)/SOC(2), and ISO data compliance standards. The platform includes BYOK (bring your own key) data encryption capabilities with encryption keys that change more frequently, and access control options to grant personalized data permissions. Assign role-based access permissions and manage permissions on a large-scale with APIs.